DEAN ANTHONY AGRESTA
Financial Adviser · Pascoe Vale, VIC
📚 Qualifications & Training
2002 - Diploma of Business (Banking & Finance) - Diploma (AQF 5) - Royal Melbourne Institute of Technology
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2012 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.